See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,890 | $72,404+55.9% | $110,238+2.4% | $64,186+75.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -3.45% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $829 | $2,282-63.7% | $3,826-78.3% | $2,381-65.2% |
| Participant deferral / active EE | $7,041 | $3,469+102.9% | $4,672+50.7% | $3,470+102.9% |
| Admin fee / account holder | $1,060 | $5,664-81.3% | $8,547-87.6% | $4,888-78.3% |